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Hedge Funds Similar to Epoch Investment Partners,

13F Portfolio OverlapQ1 2026Epoch Investment Partners, portfolio →
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Most similar hedge funds by 13F overlap

Epoch Investment Partners, Inc. is an institutional investor managing $16.5B across 234 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Epoch Investment Partners, are FORTEM FINANCIAL GROUP,, RENAISSANCE GROUP, Distillate Partners, with shared positions in $AMAT, $EME, $KLAC, $DELL, $HCA, $LRCX. The full ranking of 25 similar funds is below.

#1FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$AMAT$EME$KLAC$DELL$HCA$LRCX
$399M
173 positions
#2RENAISSANCE GROUP LLCPassive
Some overlap · 7 shared positions
$AMAT$EME$UBER$KLAC$LRCX$ZTS
$2.4B
234 positions
#3Distillate Capital Partners LLCPassive
Some overlap · 7 shared positions
$REGN$ACN$EME$UBER$BKNG$ZTS
$1.9B
118 positions
#4Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 7 shared positions
$NTAP$KLAC$DELL$LRCX$BKNG$TJX
$1.5B
171 positions
#5Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$AMAT$EME$UBER$KLAC$LRCX$BKNG
$172M
76 positions
#6KKM Financial LLCPassive
Some overlap · 6 shared positions
$AMAT$HCA$KLAC$CVS$LRCX$IBM
$563M
168 positions
#7WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 6 shared positions
$AMAT$NTAP$FN$KLAC$DELL$LRCX
$5.4B
527 positions
#8Aware Super Pty Ltd as trustee of Aware SuperPassive
Some overlap · 8 shared positions
$KLAC$LRCX$TJX$HCA$AMAT$BKNG
$6.6B
235 positions
#9Maytus Capital Management, LLCPassive
Some overlap · 6 shared positions
$AMAT$ACN$DELL$BKNG$ADI$IBM
$562M
62 positions
#10Optimize Financial IncPassive
Some overlap · 6 shared positions
$AMAT$FN$KLAC$LRCX$ADI$IBM
$203M
297 positions
#11Curat Global, LLCPassive
Some overlap · 7 shared positions
$AMAT$LRCX$CVS$ADI$IBM$KLAC
$102M
265 positions
#12PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 6 shared positions
$AMAT$KLAC$EME$LRCX$TJX$IBM
$7.7B
190 positions
#13CANTILLON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$AMAT$UBER$FAST$YUM$ADI$LPLA
$15.1B
38 positions
#14Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$AMAT$HCA$REGN$DELL$TJX
$163M
52 positions
#15Railway Pension Investments LtdActive
Some overlap · 7 shared positions
$KLAC$FAST$LRCX$NTAP$BKNG$HCA
$7.0B
103 positions
#16Horizon Investment Services, LLCPassive
Some overlap · 5 shared positions
$AMAT$EME$KLAC$LRCX$BKNG
$288M
137 positions
#17Raiffeisen Bank International AGActive
Some overlap · 6 shared positions
$AMAT$KLAC$LRCX$IBM$UBER$BKNG
$7.0B
824 positions
#18AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$AMAT$ACN$UBER$TJX$IBM
$1.4B
114 positions
#19FCF Advisors LLCPassive
Some overlap · 5 shared positions
$EME$NTAP$KLAC$LRCX$BKNG
$444M
52 positions
#20Churchill Financial Advisors, LLCActive
Some overlap · 6 shared positions
$AMAT$TJX$ADI$IBM$KLAC$YUM
$476M
123 positions
#21Dundas Partners LLPActive
Some overlap · 5 shared positions
$AMAT$ACN$BKNG$ZTS$ADI
$1.3B
49 positions
#22Crestwood Advisors Group, LLCPassive
Some overlap · 5 shared positions
$AMAT$KLAC$LRCX$BKNG$TJX
$5.9B
766 positions
#23Ardmore Road Asset Management LPPassive
Some overlap · 5 shared positions
$AMAT$UBER$LRCX$BKNG$ADI
$1.5B
64 positions
#24Westerkirk Capital Inc.Active
Some overlap · 5 shared positions
$AMAT$KLAC$LRCX$ZTS$TJX
$929M
208 positions
#25Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$REGN$ACN$UBER$HPE$IBM
$301M
93 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.